A Clear Path to Peace of Mind
Discover how we simplify estate planning with a personalized, step-by-step process designed to protect your family and future.
Our Approach: 5 Simple Steps
1
Let’s Talk.
We’ll start with a casual conversation (you might call it a “getting-to-know-you” session). This is where we chat about your goals, family, and assets. Don’t worry—this isn’t a test. It’s just a chance to understand what you need and make a game plan.
2
The Blueprint.
Once we know what’s important to you, we’ll design a plan tailored to your life. Whether it’s a will, a trust, or essential documents like powers of attorney, this is where we map out everything to fit your wishes. Think of it like building a custom playbook for your future.
3
Review & Fine-Tune.
Next, we’ll go over everything together to make sure it’s exactly what you want. For those opting for a trust, this is where we’ll also talk about funding (getting your assets into the trust) and any final steps to keep everything running smoothly. Your plan isn’t done until you say it’s perfect.
4
Sign & Make It Official.
This is the step where your plan comes to life. I’ll deliver your documents with clear instructions for signing, and for trusts, I’ll guide you on making sure your assets are properly aligned. You’re in control, and I’ll make sure it’s easy to handle.
5
Trust Funding Help.
(Optional)
For clients creating a trust, I’ll walk you through the final steps to make sure your assets are titled correctly. This part keeps everything you’ve planned protected and in place, so your family avoids any extra hassles later on.
“We were nervous to update our estate planning documents. Jon was sensitive to our wishes and made sure our documents conformed to the law. Everything was accomplished in a timely fashion. We would recommend Mr. Miller without hesitation.
— TOM L., CLIENT
FAQs
How long does the estate planning process take?
The timeline depends on your specific needs, but most plans can be completed in about 2–4 weeks. This includes a consultation to discuss your goals, time to draft the documents, and a final meeting to review and finalize everything. If you have urgent needs, let us know, and we’ll do our best to expedite the process.
Is estate planning only for wealthy people or older adults?
Absolutely not! Estate planning is for anyone who wants to protect their family, ensure their wishes are honored, and avoid unnecessary legal issues. Whether you’re just starting out, raising a family, or enjoying retirement, having a plan in place gives you and your loved ones peace of mind.
Do I need to meet in person, or can everything be done online?
You don’t need to leave your home! We offer virtual consultations via Zoom, making the process convenient and accessible. From our first meeting to reviewing and finalizing your documents, we can handle everything online. For signing and notarization, I’ll provide guidance to make it as simple as possible.